A股再受冲击！业内乐观：情况好于4月7日

Core Viewpoint - The article discusses the potential escalation of trade tensions between the U.S. and China, particularly in light of President Trump's threats to impose significant tariffs, which has led to a sharp decline in U.S. stock markets and Chinese stocks on October 10. However, there are signs of a possible easing of tensions following comments from Vice President Pence indicating Trump's willingness to engage in rational negotiations with China [2]. Group 1: Market Reactions and Predictions - The market is expected to remain under pressure in the short term due to "learning effects" and opportunistic buying, but the impact of the current situation is anticipated to be less severe than in April [2][3]. - Analysts predict that the upcoming decision on tariffs on November 1 will likely serve as leverage in negotiations, with the market's reaction to the new tariffs expected to be milder than the previous round [3]. - The A-share market has already experienced declines, with the Shanghai Composite Index down 0.94%, the ChiNext Index down 4.55%, and the STAR Market down 5.61% on October 10 [4]. Group 2: Investment Strategies - Investors are advised to focus on high-quality stocks with lower price increases as potential buying opportunities during the current market adjustment [3][4]. - There is a suggestion to monitor stocks with high financing balances for associated risks, while also considering a "high-low switch" strategy as third-quarter reports are released [4]. - The long-term outlook for the A-share market remains positive, with expectations of a slow bull market trend supported by structural profit recovery and credit repair [3].